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Morton Brown Family Wealth’s GE Vernova GEV Stock Holding History

Morton Brown Family Wealth’s Portfolio GEV Stock Details GEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.9K Buy
45
+3
+7% +$3.06K 0.01% 119
2026
Q1 		$36.7K Hold
42
– – 0.01% 130
2025
Q4 		$27.4K Sell
42
-2
-5% -$1.22K 0.01% 134
2025
Q3 		$27.1K Hold
44
– – 0.01% 130
2025
Q2 		$23.3K Sell
44
-3
-6% -$1.25K 0.01% 138
2025
Q1 		$14.3K Hold
47
– – ﹤0.01% 168
2024
Q4 		$15.5K Hold
47
– – 0.01% 149
2024
Q3 		$12K Hold
47
– – ﹤0.01% 157
2024
Q2 		$7.59K Buy
+47
New +$7.45K ﹤0.01% 167

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morton Brown Family Wealth's GEV Position: Q2 2026 in Review

Morton Brown Family Wealth increased its GE Vernova (GEV) stake by 7.1% in Q2 2026, buying an estimated $3.06K and bringing the position to 45 shares worth $52.9K. The position accounts for 0.01% of the portfolio, ranked #119.

Morton Brown Family Wealth first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Morton Brown Family Wealth held 45 shares of GE Vernova worth $52.9K as of Q2 2026.
  • Morton Brown Family Wealth bought 3 GE Vernova shares in Q2 2026, an estimated $3.06K.
  • GE Vernova made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #119 holding.
  • Morton Brown Family Wealth first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.